Pinnacle Wealth Management Advisory Group, LLC Reduced Holdings in Q4 2024

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XYL
Xylem Inc.

Industrials
-40
- 1.17%
$116.02 - $137.45 $4.64K - $5.5K
3.37K $390K
UNP
Union Pacific Corp

Industrials
-67
- 2.28%
$223.15 - $249.32 $15K - $16.7K
2.87K $654K
NKE
Nike, Inc.

Consumer Cyclical
-246
- 6.27%
$73.36 - $89.13 $18K - $21.9K
3.68K $278K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-130
- 1.11%
$52.1 - $57.26 $6.77K - $7.44K
11.5K $601K
CARR
Carrier Global Corp

Industrials
-1
- 0.02%
$66.69 - $82.65 $66.7 - $82.7
5.3K $361K
STZ
Constellation Brands, Inc.

Consumer Defensive
-70
- 5.68%
$219.66 - $257.62 $15.4K - $18K
1.16K $256K
NOC
Northrop Grumman Corp

Industrials
-49
- 8.22%
$466.52 - $543.88 $22.9K - $26.7K
547 $256K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-25
- 3.52%
$396.64 - $516.74 $9.92K - $12.9K
686 $276K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-125
- 1.33%
$96.64 - $101.23 $12.1K - $12.7K
9.31K $901K
OXY
Occidental Petroleum Corp

Energy
-677
- 8.56%
$45.36 - $55.91 $30.7K - $37.9K
7.24K $357K
SHW
Sherwin Williams CO

Basic Materials
-6
- 0.55%
$338.75 - $399.71 $2.03K - $2.4K
1.08K $366K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-100
- 2.1%
$75.1 - $82.99 $7.51K - $8.3K
4.66K $351K
NJR
New Jersey Resources Corp

Utilities
-750
- 4.07%
$45.17 - $51.61 $33.9K - $38.7K
17.7K $824K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-476
- 10.01%
$77.86 - $79.27 $37.1K - $37.7K
4.28K $333K
ROBO
Robo Global Robotics And Autom

ETFs
-534
- 3.7%
$55.06 - $58.6 $29.4K - $31.3K
13.9K $781K
TDG
Trans Digm Group Inc

Industrials
-3
- 1.36%
$1239.0 - $1442.53 $3.72K - $4.33K
217 $274K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.25K
- 5.76%
$53.94 - $58.15 $67.4K - $72.7K
20.4K $1.15M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-698
- 3.3%
$50.53 - $55.55 $35.3K - $38.8K
20.4K $1.04M
PEG
Public Service Enterprise Group Inc

Utilities
-153
- 2.75%
$81.87 - $94.51 $12.5K - $14.5K
5.41K $457K
CB
Chubb LTD

Financial Services
-60
- 3.44%
$271.57 - $301.89 $16.3K - $18.1K
1.69K $465K
TXN
Texas Instruments Inc

Technology
-180
- 2.49%
N/A
7.05K $1.37M
VO
Vanguard Mid Cap ETF

ETFs
-144
- 1.18%
$261.5 - $284.63 $37.7K - $41K
12.1K $3.19M
IYH
Ishares Tr

ETFs
-136
- 3.78%
$57.53 - $65.24 $7.82K - $8.87K
3.46K $201K
PGR
Progressive Corp

Financial Services
-25
- 1.31%
$239.6 - $268.88 $5.99K - $6.72K
1.89K $452K
WM
Waste Management Inc

Industrials
-32
- 0.73%
$201.79 - $228.46 $6.46K - $7.31K
4.33K $873K
LHX
L3 Harris Technologies, Inc.

Industrials
-7
- 0.67%
$208.94 - $264.22 $1.46K - $1.85K
1.03K $217K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-767
- 0.25%
$30.18 - $33.87 $23.1K - $26K
306K $9.43M
TT
Trane Technologies PLC

Industrials
-9
- 0.71%
$369.35 - $419.14 $3.32K - $3.77K
1.26K $463K
ICE
Intercontinental Exchange, Inc.

Financial Services
-17
- 0.81%
$148.29 - $166.93 $2.52K - $2.84K
2.09K $311K
SPGI
S&P Global Inc.

Financial Services
-12
- 1.15%
$480.36 - $529.17 $5.76K - $6.35K
1.03K $511K
NSC
Norfolk Southern Corp

Industrials
-23
- 1.6%
$230.6 - $277.0 $5.3K - $6.37K
1.42K $332K
T
At&T Inc.

Communication Services
-2.63K
- 5.47%
$21.22 - $23.88 $55.9K - $62.9K
45.5K $1.04M
BYD
Boyd Gaming Corp

Consumer Cyclical
-770
- 17.09%
$62.5 - $75.64 $48.1K - $58.2K
3.74K $270K
XLI
Industrial Sector Spdr

ETFs
-42
- 1.13%
$131.76 - $143.99 $5.53K - $6.05K
3.67K $483K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-22
- 8.21%
$1146.59 - $1270.6 $25.2K - $28K
246 $291K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-157
- 0.06%
$61.68 - $67.87 $9.68K - $10.7K
280K $17.5M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-328
- 2.78%
$33.7 - $37.69 $11.1K - $12.4K
11.5K $393K
SYY
Sysco Corp

Consumer Defensive
-1
- 0.01%
$73.63 - $81.77 $73.6 - $81.8
7.32K $559K
SNPS
Synopsys Inc

Technology
-3
- 0.61%
$485.36 - $588.0 $1.46K - $1.76K
487 $236K
MET
Metlife Inc

Financial Services
-127
- 4.1%
$78.15 - $88.25 $9.93K - $11.2K
2.97K $243K
CLX
Clorox CO

Consumer Defensive
-49
- 1.69%
$156.51 - $169.74 $7.67K - $8.32K
2.85K $462K
ABT
Abbott Laboratories

Healthcare
-35
- 0.62%
$111.93 - $119.39 $3.92K - $4.18K
5.61K $634K
MAA
Mid America Apartment Communities Inc.

Real Estate
-8
- 0.52%
$149.17 - $165.2 $1.19K - $1.32K
1.54K $238K
VBR
Vanguard Small Cap Value ETF

ETFs
-11
- 0.61%
$197.36 - $217.3 $2.17K - $2.39K
1.81K $357K
ABC
Amerisourcebergen Corp

Healthcare
-19
- 1.23%
N/A
1.52K $282K
FISV
Fiserv Inc

Technology
-23
- 0.84%
N/A
2.73K $341K
AIG
American International Group, Inc.

Financial Services
-4
- 0.07%
$70.0 - $79.22 $280 - $317
5.61K $408K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-2.38K
- 17.62%
$16.15 - $20.36 $38.4K - $48.5K
11.1K $221K
AJG
Arthur J. Gallagher & Co.

Financial Services
-14
- 1.43%
$278.49 - $315.16 $3.9K - $4.41K
966 $274K
Activity Summary
Buys All Purchases 166 New Holdings 16 Increased Positions 150 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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